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2009 Federal Tax Forms

(key for calendar)
 
 
Schedule K-1
Partner's share of income (loss) from an electing large partnership
 
W-2
Wage and tax statement
 
W-2G
Certain gambling winnings
 
W-3
Transmittal of wage and tax statements
 
W-4
Employee's withholding allowance certificate
 
W-5
Earned income credit advance payment certificate
 
940 and 940-EZ
Employer's annual federal unemployment (FUTA) tax return
 
941
Employer's quarterly tax return
 
943
Employer's annual tax return for agricultural employees
 
945
Annual return of withheld federal income tax
990 series
990
Return of organization exempt from income tax
 
990-EZ
Short form return of organization exempt from income tax
 
990-BL
Information and initial excise tax return for black lung benefit trusts and certain related persons
 
990-C
Farmers' cooperative association income tax return
 
990-PF
Return of private foundation or section 4947(a)(1) nonexempt charitable trust treated as a private foundation
 
990-T
 Exempt organization business income tax return
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1040 series

1040
U.S. individual income tax return
 
1040A
U.S. individual income tax return
 
1040-ES
Estimated tax for individuals
 
1040EZ
Income tax return for single and joint filers with no dependents
 
1040NR
U.S. Nonresident alien income tax return
 
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1041 series

1041
U.S. income tax return for estates and trusts
 
1041-A
U.S. information return trust accumulation of charitable amounts
 
1041-ES
Estimated income tax for estates and trusts
 
1041-QFT
U.S. income tax return for qualified funeral trusts
 
1041-T
Allocation of estimated tax payments to beneficiaries
1042
Annual withholding tax return for U.S. source income of foreign persons
 
1042-S
Foreign person's U.S. source income subject to withholding
 
1096
Annual summary and transmittal of U.S. information returns
1099 series
1099-A
Acquisition or abandonment of secured property
 
1099-B
Proceeds from broker and barter exchange transactions
 
1099-C
Cancellation of debt
 
1099-DIV
Dividends and distributions
 
1099-G
Certain Government Payments
 
1099-INT
Interest income
 
1099-LTC
Long-term care and accelerated death benefits
 
1099-MISC
Miscellaneous income
 
1099-MSA
Distributions from medical savings accounts or medicare+choice MSA
 
1099-OID
Original issue discount
 
1099-PATR
Taxable distributions received from cooperatives
 
1099-R
Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc.
 
1099-S
Proceeds from real estate transactions

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1120 series
1120
U.S. corporation income tax return
 
1120-A
U.S. corporation short-form income tax return
 
1120-F
U.S. income tax return of a foreign corporation
 
1120-FSC
U.S. income tax return of a foreign sales corporation
 
1120-H
U.S. income tax return for homeowners associations
 
1120-L
U.S. life insurance company income tax return
 
1120-ND
Return for nuclear decommissioning funds and certain related persons
 
1120-PC
U.S. property and casualty insurance company income tax return
 
1120-POL
U.S. income tax return for certain political organizations
 
1120-REIT
U.S. income tax return for real estate investment trusts
 
1120-RIC
U.S. income tax return for settlement funds (under section 468B)
 
1120S
U.S. income tax return for an S corporation
 
1120-SF
U.S. income tax return for settlement funds (under section 468B)
 
1120-W
Estimated tax for corporations (worksheet)
 
Election by a small business corporation (Under section 1362 of the internal revenue code)
 
2688
Application for additional extension of time to file U.S. individual income tax return
 
2758
Application for extension of time to file certain excise, income, information, and other returns
 
3115
Application for change in accounting method
 
4070
Employee's report of tips to employer
 
4466
Corporation application for quick refund of overpayment of estimated tax
 
4804
transmittal of information returns reported magnetically
 
4868
Application for automatic extension of time to file U.S. individual income tax return
5500 series
5500
Annual return/report of employee benefit plan
 
5500-C/R
Return/report of employee benefit plan (with fewer than 100 participants)
 
5500-EZ
Annual return of one-participant (owners and their spouses) retirement plan
7004
Application for automatic extension time to file corporation income tax return
 
8027
Employer's annual information return of tip income and allocated tips
 
8027-T
Transmittal of employer's annual information return of tip income and allocated tips
 
8109
Federal tax deposit coupon
 
8300
Report of cash payments over $10,000 received in a trade or business
 
8308
Report of a sale or exchange of certain partnership interests
 
8736
Application for automatic extension of time to file U.S. return for a partnership, REMIC, or for certain trusts
 
8752
Required payment or refund under section 7519
 
8800
Application for additional extension time to file U.S. return for a partnership, REMIC, or for certain trusts
 
8842
Election to use different annualization periods for corporate estimated tax

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297 Newbury Street, Suite 41
Boston, MA 02115
p/ 617/236-1915  f/617/236-1916

 

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Last revised: 2/25/09